Pricol Limited — Investor Meet, 20-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Pricol has announced a board meeting to approve the financial results for the quarter and half-year.

Q4FY25 consolidated revenue was ₹752 Cr, up 32.8% QoQ and 18.7% YoY, with EBITDA at ₹88.3 Cr (11.74%) and PAT at ₹35 Cr (4.65%). FY25 revenue stood at ₹2,621 Cr, EBITDA ₹334 Cr (12.75%), PAT ₹167 Cr (6.37%), and EPS ₹13.70. Q4 performance was impacted by a ₹3.5 Cr forex hit, higher R&D costs, and two-wheeler segment slowdown, now improving.

Exports (5% of revenue) faced delays from US tariffs, expected to recover in Q2 FY26. The Sundaram plastics acquisition added ~₹140 Cr revenue over two months, with one-time costs pressing margins. CapEx of ₹225-250 Cr planned over 8 quarters to boost plastics margins and capacity.

Two-wheeler segment outperformed industry growth at 14% YoY. Pricol targets 13-15% revenue growth ex-new products from FY28/FY29. Management is confident in normalized earnings and growth recovery from Q1 FY26 on easing headwinds, strong R&D, and export prospects.